Lesson #3 Optii Service & Chat Walkthrough

Learn the basics of Optii Service & Chat functionalities

 

We're excited to show you how to get started with your new account. In this tutorial, we'll guide you through all the fantastic functionalities available in Optii.

By the end of this video, you'll be able to:

  • Confidently navigate the homepage in Optii
  • Easily add a job using Optii
  • Utilize the Jobs by Status function to manage your workload
  • Effectively communicate with your colleagues through Optii's chat feature

We know you're busy, so we've included extra tips throughout the video to help you maximise your Optii experience. And if you're already familiar with Optii, don't worry - we've included links to our Jobs & Chats and Reports & Settings sections so you can start exploring even more ways to optimize your workflow.

Who is this for?

  • Head of Departments
  • Supervisors
  • Front Line Associates
  • Optii Champion

Course Details:

1 Video

12 minutes 

1 Quiz

Thanks for choosing Optii, and let's get started!

 

Well done on completing your training video! Say goodbye to your old radio and earpiece and hello to the convenience of communicating with Optii.

Would you like to learn more? 

If you would like to learn more about Optii, please check out our Optii learning centre today at help.optiisolutions.com

Have questions or need help?

Do you have any questions about Optii? Please contact your success manager today at help@optiisolutions.com